Description
As a Private Banking Advisor, you will be a key member of the client relationship team, providing support, service, and advice to high net worth Private Banking clients.
You will deliver tailored advice and solutions to clients, enable clients to digitally self-serve, assist in acquiring new high net worth households, and deepen existing long-term relationships.
Responsibilities
- Deliver high-end client experience and day-to-day banking advice to high net worth Canadians
- Proactively contribute to business development by creating ideas and executing planned activities
- Conduct comprehensive banking reviews with new and existing clients
- Deliver financial advice through the presentation of options with a recommendation
- Clearly outline the expected steps of every process and keep clients apprised of the status of their inquiry/request
- Inform clients of various banking channel options available to them
- Work with clients' children to deliver financial literacy
Requirements
- Superior client relationship management skills
- Successful completion of the Investment Funds in Canada course (IFC) and/or the Canadian Securities Course (CSC)
- Successful completion of the Personal Financial Services Advice (PFSA) course and/or the Fundamentals of Personal Finance (0700) course, or willingness to complete within one year
- A minimum of two years of relevant financial services industry experience, preferably with high net worth clients
- Meticulous attention to detail and strong organizational skills
Nice-to-have
- Solid understanding of RBC's complex day-to-day banking products, services, and digital solutions
- Good understanding of investment fundamentals and cash management principles
- University degree in Finance or related field
- Strong problem-solving and analytical skills
What's in it for you?
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business and geographies